Invesco Ltd.
IVZ- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0000914208
近 90 天，Invesco Ltd. 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 674 家機構在 13F 申報持有，市值合計 $112.0 億；大師中只有Trian 基金管理持有。
2022 年第 4 季 13F 持有人
Invesco Ltd. 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 510
- 較 2022 年第 3 季 +11 家
- 持有股數
- 3.17 億
- 較 2022 年第 3 季 −384.4 萬 (−1.2%)
- 總市值
- $57.1 億
- 較 2022 年第 3 季 +$13.1 億 (+29.7%)
- 新進機構
- 65
- 另有 171 家加碼
- 清倉機構
- 54
- 另有 183 家減碼
另有 6 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 IVZ 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 674 | $112.0 億 |
| 2026 年第 1 季 | 639 | $101.8 億 |
| 2025 年第 4 季 | 631 | $108.2 億 |
| 2025 年第 3 季 | 566 | $89.8 億 |
| 2025 年第 2 季 | 521 | $65.0 億 |
| 2025 年第 1 季 | 519 | $61.7 億 |
| 2024 年第 4 季 | 526 | $70.4 億 |
| 2024 年第 3 季 | 493 | $68.3 億 |
| 2024 年第 2 季 | 476 | $45.3 億 |
| 2024 年第 1 季 | 495 | $50.2 億 |
| 2023 年第 4 季 | 493 | $53.4 億 |
| 2023 年第 3 季 | 493 | $44.1 億 |
| 2023 年第 2 季 | 478 | $51.1 億 |
| 2023 年第 1 季 | 515 | $51.4 億 |
| 2022 年第 4 季 | 510 | $57.1 億 |
| 2022 年第 3 季 | 505 | $44.2 億 |
| 2022 年第 2 季 | 521 | $48.5 億 |
| 2022 年第 1 季 | 526 | $71.6 億 |
| 2021 年第 4 季 | 568 | $71.4 億 |
| 2021 年第 3 季 | 558 | $72.3 億 |
| 2021 年第 2 季 | 563 | $77.9 億 |
| 2021 年第 1 季 | 537 | $73.9 億 |
2022 年第 4 季持有機構
每家機構持有 Invesco Ltd. 的股數、市值與佔組合比重；股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 17,123 | $30.8 萬 | 0.17% | +1,856+12.2% | 加碼 |
| SEI Investments Co | 17,393 | $31.3 萬 | 0.00% | −7,942−31.3% | 減碼 |
| Rathbone Brothers plc | 17,540 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| DGS Capital Management, LLC | 17,743 | $31.9 萬 | 0.21% | −2,886−14.0% | 減碼 |
| Vident Investment Advisory, LLC | 18,261 | $32.9 萬 | 0.01% | +780+4.5% | 加碼 |
| Wolverine Trading, LLC | 18,356 | $33.0 萬 | 0.01% | −14,694−44.5% | 減碼 |
| Ossiam | 18,423 | $33.1 萬 | 0.01% | −211,456−92.0% | 減碼 |
| MML Investors Services, LLC | 18,725 | $33.7 萬 | 0.00% | −50−0.3% | 減碼 |
| Fox Run Management, L.L.C. | 18,929 | $34.1 萬 | 0.14% | +18,929 | 新進 |
| Metis Global Partners, LLC | 19,131 | $34.4 萬 | 0.03% | +6,745+54.5% | 加碼 |
| Tennessee Valley Asset Management Partners | 19,150 | $34.5 萬 | 0.12% | +4,417+30.0% | 加碼 |
| Arvest Trust Co N A | 19,362 | $34.8 萬 | 0.02% | −46−0.2% | 減碼 |
| Clear Street Markets LLC | 19,410 | $34.9 萬 | 0.07% | +17,210+782.3% | 加碼 |
| Victory Capital Management Inc | 19,619 | $35.3 萬 | 0.00% | −77,863−79.9% | 減碼 |
| Neuberger Berman Group LLC | 19,767 | $35.6 萬 | 0.00% | −15,429−43.8% | 減碼 |
| KBC Group NV | 19,859 | $35.7 萬 | 0.00% | +10,195+105.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 19,855 | $35.7 萬 | 0.01% | −3,850−16.2% | 減碼 |
| Assenagon Asset Management S.A. | 19,905 | $35.8 萬 | 0.00% | −2,803−12.3% | 減碼 |
| Morningstar Investment Services LLC | 19,394 | $36.1 萬 | 0.00% | −714−3.6% | 減碼 |
| Assetmark, Inc | 20,103 | $36.2 萬 | 0.00% | +6,052+43.1% | 加碼 |
| Westpac Banking Corp | 20,291 | $36.5 萬 | 0.01% | −13,651−40.2% | 減碼 |
| Caas Capital Management LP | 20,331 | $36.6 萬 | 0.07% | −133,592−86.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 21,150 | $38.0 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 21,486 | $38.7 萬 | 0.00% | −22,919−51.6% | 減碼 |
| New Mexico Educational Retirement Board | 21,714 | $39.1 萬 | 0.02% | +4,500+26.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 21,774 | $39.2 萬 | 0.00% | −714−3.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 21,838 | $39.3 萬 | 0.01% | −1,260−5.5% | 減碼 |
| Norinchukin Bank, The | 21,868 | $39.3 萬 | 0.01% | −5,631−20.5% | 減碼 |
| US Bancorp | 21,880 | $39.4 萬 | 0.00% | −5,527−20.2% | 減碼 |
| Baldrige Asset Management LLC | 22,129 | $39.8 萬 | 0.18% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 22,165 | $39.9 萬 | 0.00% | −1,338−5.7% | 減碼 |
| Eagle Rock Investment Company, LLC | 20,175 | $39.9 萬 | 0.09% | 00.0% | 不變 |
| Unison Advisors LLC | 22,590 | $40.6 萬 | 0.05% | +222+1.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,342 | $42.0 萬 | 0.01% | −55,889−70.5% | 減碼 |
| Cetera Advisors LLC | 24,020 | $43.2 萬 | 0.01% | −3,046−11.3% | 減碼 |
| Equitable Holdings, Inc. | 24,160 | $43.5 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 24,309 | $43.7 萬 | 0.00% | +462+1.9% | 加碼 |
| Leonteq Securities AG | 24,620 | $44.3 萬 | 0.02% | −12,993−34.5% | 減碼 |
| IFP Advisors, Inc | 16,041 | $44.7 萬 | 0.01% | −3,660−18.6% | 減碼 |
| Lumina Fund Management LLC | 25,000 | $45.0 萬 | 0.23% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 25,249 | $45.4 萬 | 0.00% | +894+3.7% | 加碼 |
| Element Wealth, LLC | 25,751 | $46.3 萬 | 0.38% | +100+0.4% | 加碼 |
| CI Private Wealth, LLC | 25,850 | $46.5 萬 | 0.00% | +25,850 | 新進 |
| Elo Mutual Pension Insurance Co | 25,913 | $46.6 萬 | 0.02% | +465+1.8% | 加碼 |
| Savant Capital, LLC | 25,908 | $46.6 萬 | 0.01% | +6,790+35.5% | 加碼 |
| MAI Capital Management | 26,054 | $46.9 萬 | 0.01% | +4,039+18.3% | 加碼 |
| Metropolitan Life Insurance Co | 26,304 | $47.3 萬 | 0.02% | −777−2.9% | 減碼 |
| Proffitt & Goodson Inc | 26,799 | $48.2 萬 | 0.10% | +6,887+34.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 26,844 | $48.3 萬 | 0.07% | +26,844 | 新進 |
| Jackson Square Capital, LLC | 27,152 | $48.8 萬 | 0.23% | +27,152 | 新進 |
| ARGA Investment Management, LP | 28,084 | $50.5 萬 | 0.02% | −12,746−31.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 28,337 | $51.0 萬 | 0.00% | −27,700−49.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 28,495 | $51.3 萬 | 0.02% | −1,972−6.5% | 減碼 |
| Maryland State Retirement & Pension System | 28,738 | $51.7 萬 | 0.02% | +28,738 | 新進 |
| Louisiana State Employees Retirement System | 29,400 | $52.9 萬 | 0.01% | +300+1.0% | 加碼 |
| Prudential PLC | 29,487 | $53.0 萬 | 0.01% | +15,436+109.9% | 加碼 |
| Nordea Investment Management AB | 29,611 | $53.2 萬 | 0.00% | +3,367+12.8% | 加碼 |
| Banque Cantonale Vaudoise | 29,604 | $53.3 萬 | 0.03% | +22,100+294.5% | 加碼 |
| Cetera Investment Advisers | 29,672 | $53.4 萬 | 0.00% | +2,261+8.2% | 加碼 |
| British Columbia Investment Management Corp | 30,110 | $54.2 萬 | 0.01% | −3,758−11.1% | 減碼 |
| Seeyond | 31,487 | $56.6 萬 | 0.05% | −650−2.0% | 減碼 |
| JustInvest LLC | 31,497 | $56.7 萬 | 0.02% | −28,600−47.6% | 減碼 |
| Kinneret Advisory, LLC | 31,689 | $57.0 萬 | 0.08% | +31,689 | 新進 |
| Crossmark Global Holdings, Inc. | 31,751 | $57.2 萬 | 0.01% | +247+0.8% | 加碼 |
| Hilltop Holdings Inc. | 32,532 | $58.5 萬 | 0.08% | −61−0.2% | 減碼 |
| Great Lakes Retirement, Inc. | 32,538 | $58.5 萬 | 0.15% | +32,538 | 新進 |
| Hartford Investment Management Co | 32,632 | $58.7 萬 | 0.02% | −10,676−24.7% | 減碼 |
| Vontobel Holding Ltd. | 33,009 | $59.0 萬 | 0.01% | +3,756+12.8% | 加碼 |
| Voloridge Investment Management, LLC | 32,919 | $59.2 萬 | 0.00% | −19,974−37.8% | 減碼 |
| Investors Research Corp | 33,050 | $59.5 萬 | 0.16% | −525−1.6% | 減碼 |
| Janus Henderson Group PLC | 33,928 | $61.0 萬 | 0.00% | −30.0% | 減碼 |
| Balentine LLC | 34,232 | $61.6 萬 | 0.02% | +12,005+54.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 34,624 | $62.3 萬 | 0.00% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 35,496 | $63.9 萬 | 0.07% | +13,410+60.7% | 加碼 |
| Kentucky Retirement Systems | 35,765 | $64.3 萬 | 0.03% | +156+0.4% | 加碼 |
| 1832 Asset Management L.P. | 35,928 | $64.6 萬 | 0.00% | −7,578−17.4% | 減碼 |
| Portland Investment Counsel Inc. | 35,983 | $64.7 萬 | 0.37% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 36,204 | $65.1 萬 | 0.00% | −1,134−3.0% | 減碼 |
| Millennium Management LLC | 36,534 | $65.7 萬 | 0.00% | +36,534 | 新進 |
| Panagora Asset Management Inc | 36,630 | $65.9 萬 | 0.00% | +17,209+88.6% | 加碼 |
| APG Asset Management N.V. | 36,611 | $65.9 萬 | 0.00% | +24,480+201.8% | 加碼 |
| Wellington Management Group LLP | 36,891 | $66.4 萬 | 0.00% | −139,179−79.0% | 減碼 |
| Stock Yards Bank & Trust Co | 36,992 | $66.5 萬 | 0.03% | −510−1.4% | 減碼 |
| Securian Asset Management, Inc | 37,256 | $67.0 萬 | 0.02% | +175+0.5% | 加碼 |
| Natixis Advisors, L.P. | 37,491 | $67.4 萬 | 0.00% | +6,680+21.7% | 加碼 |
| Cetera Advisor Networks LLC | 37,538 | $67.5 萬 | 0.01% | +6,951+22.7% | 加碼 |
| Nissay Asset Management Corp | 38,328 | $69.0 萬 | 0.01% | −2,561−6.3% | 減碼 |
| Ethic Inc. | 38,478 | $69.2 萬 | 0.04% | +13,884+56.5% | 加碼 |
| Teacher Retirement System of Texas | 38,592 | $69.4 萬 | 0.01% | −10,159−20.8% | 減碼 |
| Verition Fund Management LLC | 40,036 | $72.0 萬 | 0.01% | +12,151+43.6% | 加碼 |
| Truvestments Capital LLC | 40,214 | $72.3 萬 | 0.41% | −61,438−60.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 41,009 | $73.7 萬 | 0.01% | 00.0% | 不變 |
| Alps Advisors Inc | 41,007 | $73.8 萬 | 0.01% | +4,207+11.4% | 加碼 |
| Jane Street Group, LLC | 43,089 | $77.5 萬 | 0.00% | −334,110−88.6% | 減碼 |
| Advisor Partners II, LLC | 43,623 | $78.5 萬 | 0.05% | +4,042+10.2% | 加碼 |
| Franklin Resources Inc | 44,519 | $80.1 萬 | 0.00% | +4,848+12.2% | 加碼 |
| Mercer Global Advisors Inc | 45,737 | $82.3 萬 | 0.00% | +7,759+20.4% | 加碼 |
| D.A. Davidson & Co. | 46,490 | $83.6 萬 | 0.01% | +5,510+13.4% | 加碼 |
| Schroder Investment Management Group | 47,314 | $85.1 萬 | 0.00% | −162,033−77.4% | 減碼 |
| Erste Asset Management GmbH | 48,741 | $89.2 萬 | 0.02% | +8,082+19.9% | 加碼 |